After exporting people from Copper into Google Sheets in order to update them in bulk, I’ve encountered several duplicates. In terms of both leads and companies. These are the cases I have encountered:
-Sometimes there is more than one lead with the same name and email but with different contact activity, when I thought Copper avoided having two people with the same name and email.
-In other cases, one company repeats itself several times.
- As for this particular case, sometimes there are different contacts associated to the same company, which explains the reason behind some of the duplicates.
- However, there are cases where I see 8 different CopperIDs for the same company, and in most cases there is no contact assigned to these duplicates.
Since Identifying and merging these duplicates is highly time-consuming, my question is: which are the best practices so I can avoid to the highest extent, having this insane amount of duplicates that I have at the moment.
Any solutions and precautions are very much appreciated.
Best answer by Dasha from CopperView original